Daniel A Rojas is a high-level professional, that works in Charles Schwab main office of which is in 1096. on the position of Vice President - Financial Consultant since 2020. This expert has earned professional experience in more than five positions at different companies. Daniel A Rojas went to the Universidad Autónoma De Guadalajara and received education from 2017 to 2017. This person has the following professional qualifications: Series 7, Series 66, and Mixology/Bartending. Morristown, New Jersey is the area, where the professional was lastly known to be settled. The person's email address and phone number can be easily accessed through this website by request.
Name variants:
Danial Rojas,
Dan Rojas,
Danny Rojas
Last updated May 03, 2024
Contact Information
Workplace
Vice President - Financial Consultant
San Francisco, CA
Industry
Financial Services, Security Broker/Dealer
Colleagues
Work History
Vice President - Financial Consultant
211 Main St, San Francisco, CA 94105
from Mar 2020
Customer Relations and Bartender
2845 Windford Dr St, Louis, MO
Lead various setups for corporate events, parties, and wedding receptions
Assist clients and potential clients with information about their events
Compile data for P&L reports and used Ex...
Jan 1, 2010 — Mar 2017
Finance Intern
5628 west 74Th St, Indianapolis, IN 46278
Document payroll/invoicing procedures
Price benchmarking
Generate cost saving ideas
Analyze purchasing history
Conduct extensive research (T&E policies, softwares,service agreements)
P...
Jun 2016 — Aug 2016
Profit Advisors Intern
800 east 96Th St SUITE 500, Indianapolis, IN 46240
Develop deep knowledge of targeted industry through research and data collection
Generate profit enhancement ideas through data analytics
Prepare business proposals/recommendations to cli...
May 2015 — Jul 2015
Finance Intern
Presented financial concerns and issues to the Mayor
Prepped and debriefed executive meetings
Organized and filed financial records dating back to 2008
Created a presentation which match...
Jun 2014 — Jul 2014
Education
2017 — 2017
2012 — 2016
2008 — 2012
Occupations
Executive
Vice President
Financial Broker
Financial Consultant
Accountant
Finance and Accounting Specialist
Customer Relations
Bartender
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Skills
Time Management
Microsoft Excel
Teamwork
Team Leadership
Creative Problem Solving
Close Attention To Detail
Analytical Skills
Social Media
Coaching
Business Planning
Social Networking
Microsoft Word
Powerpoint
Budgets
Microsoft Office
Leadership
Event Planning
Research
Strategic Planning
Team Building
Analysis
Microsoft Powerpoint
Investments
Asset Allocation
Wealth Management
FAQs about Daniel A Rojas
What's the main profession of Daniel A Rojas?
This professional's job is Vice President - Financial Consultant
What are the main profession of The professional?
These person's professions are Executive and Vice President
Where does Daniel A Rojas live?
The professional lives in Morristown, New Jersey.
Where did Daniel A Rojas work?
This person worked at Charles Schwab, Five Star Catering.
Where has Daniel A Rojas studied?
Daniel studied at the Universidad Autónoma De Guadalajara from 2017 to 2017.
What are the certifications of Daniel A Rojas?
This professional received the following certifications: Series 7, Series 66, and Mixology/Bartending.
What languages does Daniel A Rojas speak?
Daniel A Rojas speaks Spanish and English.
What is professional industry that Daniel A Rojas worked in?
Daniel A Rojas works in Financial Services industry.